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    Hodges Small Cap Retail (HDPSX)

    20.30 Up 0.12(0.59%) Jun 30

    Risk as of May 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up6
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2009):49.22%
    Worst 1 Yr Total Return(Dec 30, 2008):-40.62%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticHDPSXCategory
    Alpha (against Standard Index)-0.36-3.48
    Beta (against Standard Index)1.161.13
    Mean Annual Return1.751.44
    R-squared (against Standard Index)64.4463.45
    Standard Deviation12.1912.04
    Sharpe Ratio1.721.45
    Treynor Ratio19.1815.92
    5 Years
    StatisticHDPSXCategory
    Alpha (against Standard Index)-1.22-5.29
    Beta (against Standard Index)1.261.24
    Mean Annual Return1.601.22
    R-squared (against Standard Index)79.6982.80
    Standard Deviation17.3716.73
    Sharpe Ratio1.100.88
    Treynor Ratio15.1511.43
    10 Years
    StatisticHDPSXCategory
    Alpha (against Standard Index)N/A-0.43
    Beta (against Standard Index)N/A1.17
    Mean Annual ReturnN/A0.81
    R-squared (against Standard Index)N/A82.60
    Standard DeviationN/A18.93
    Sharpe RatioN/A0.45
    Treynor RatioN/A5.95